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Nanette Duffey

 

Member profile details

Membership level
Firm Bundle Up To 3 Members
First name
Nanette
Last name
Duffey
Phone
770-975-2850
 

Member Application

Business Name
Organized Instincts, LLC
Establishment Date
2005
National Board Member
  • No
Accepting New Clients
  • Yes
Services Offered
  • Bill Payment for ind/fam
  • Financial record management
  • Budgeting
  • Debt reduction
  • Negotiating with creditors
  • Medical billing issues
  • Working with fiduciaries
  • Financial fraud
  • Notary
  • Facilitation of Household Payroll
Expertise Working With
  • Adult Children
  • Busy Professionals
  • High Net Worth Individuals & families
  • People in life transition
  • Seniors and Older Adults
Works Remotely
  • Yes
Certifications
  • CDMM
Business Info
Nanette Duffey, CDMM, leads the Organized Instincts team of daily money managers. Collectively we bring three decades of financial and accounting expertise, resourcefulness, and professional experiences to our relationship with you. In an ever-changing and complex digital environment, our team members are proactive, able to recognize and anticipate your needs, identify inventive solutions, and implement them with confidence and discretion. We work seamlessly in collaboration with your other advisors "accountants, wealth managers, attorneys, trustees, and insurance professionals" to deliver superlative service.
Business Logo
Service Areas
  • Remote (anywhere in USA/globally)
  • Atlanta/Buckhead/Midtown
  • Cherokee County
  • Cobb County - East
  • Cobb County - West
  • Fulton County - North
  • Fulton County - South
  • Northwest Georgia outside Atlanta
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Position on Board
Former Board Member
 Linked members (1)
Name Email Phone
Lourdes Mendez
lourdes@organizedinstincts.com
770-975-2850
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